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Our Clients

Business Owners

There are certain questions that tend to circulate through the mind of a business owner. Should I help my employees save for retirement? What happens to my business if I die unexpectedly? When I retire, how will I go about selling my business? We can walk you through these scenarios and many others.


One of the biggest challenges of retirement is keeping risks low while simultaneously generating an income that you won’t outlive. We help our clients to strike the right balance. This gives them the confidence to truly enjoy the best part of their lives.


Preparing for retirement is like packing to go on a long trip. If you don’t pack all you need, you may have to do without. We have helped our clients to figure out what kind of retirement they want, and what they may need to do to make it happen. Having an experienced guide can give you the confidence that you may need to accomplish your goals.


Our professional clients lead busy lives. They work hard and play hard, leaving little time to worry about the details of investment plans or insurance coverage. Once they have outsourced these responsibilities to a professional, they can concentrate on the things that really matter to them.


The emotional upheaval of a divorce cannot be overstated. Unfortunately, during this difficult time there are important financial decisions that must be made. We help our clients to see past the emotions of the present to understand what needs to be done to insure their future.


One of the many challenges of raising a child is figuring out how to pay for college. This issue can be solved by planning in advance and using various college savings incentives. Our clients are more confident that they will fulfill this goal because they have a clear game plan.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. “Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Milestone Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
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